Connect Raiser’s Edge saves data managers time and frustration by syncing edits made to constituent records within Blackbaud’s education management solutions into Blackbaud Raiser’s Edge®. It creates new constituent records and non-constituent relationships in Blackbaud Raiser’s Edge as they are added in the education management solutions, as well as continually passes contact card information through while keeping households linked.
The key to success with Connect Raiser’s Edge is ensuring that all information within the education management contact cards is populated and accurate because the data sync covers everything from general information to relationships and business information. Make sure to add spouses and current employment so this information isn’t lost.
When an address change is made within the education management solutions, this change is automatically detected, creating a new address in Blackbaud Raiser’s Edge and marking the prior address as Previous/Former. If an address is shared between relatives, only one user needs to change the address.
Users can have editing access to their education management contact card, and you can utilize the profile validation option to trigger updates on a consistent basis. Encouraging users to make these changes ensures the accuracy of Blackbaud Raiser’s Edge data, giving you peace of mind when it’s time to run large mailings or campaigns.
While the system is automatically detecting education management changes and sending them into Blackbaud Raiser’s Edge, it is still important to monitor and process these updates on a regular basis. In addition to reviewing and processing changes, you will also create new records in Blackbaud Raiser’s Edge and update records with new constituent codes when students withdraw or graduate, or employees leave the school. You also don’t have to worry about duplicate records getting created because the system automatically checks for these.
Connect Raiser’s Edge can save data managers time by helping to keep your school’s databases accurate and up to date. Contact us today to get started with Connect Raiser's Edge or review the solution infosheet to learn more.
About the AuthorMore Content by Shana Williams